Teradyne (TER): Gauging Valuation After New U.S. Robotics Operations Hub in Michigan

Teradyne (TER) just put a bigger flag in U.S. manufacturing, with Teradyne Robotics planning a new operations hub in Wixom, Michigan, to build cobots and support customers across North America.

See our latest analysis for Teradyne.

The Wixom hub builds on a big year for Teradyne, where enthusiasm around AI driven semiconductor demand and robotics has helped drive a roughly 72 percent 3 month share price return and a strong multi year total shareholder return, even after the latest pullback to 193.37 dollars per share.

If Teradyne has you rethinking where automation might create the next leg of growth, it could be worth exploring high growth tech and AI stocks as potential peers and future winners to watch.

But after a huge run driven by AI optimism and robotics momentum, with shares now hovering around analyst targets, is the latest pullback creating a fresh entry point or simply reflecting markets already pricing in years of growth?

Most Popular Narrative Narrative: 0.5% Overvalued

The narrative pins Teradyne’s fair value almost exactly at today’s 193.37 dollars share price, setting up a finely balanced debate over long term upside.

The analysts have a consensus price target of $116.062 for Teradyne based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $133.0, and the most bearish reporting a price target of just $85.0.

Read the complete narrative.

Want to see what kind of revenue surge, margin lift, and future earnings power justify that tight fair value band? The narrative spells out the full playbook.

Result: Fair Value of $192.38 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, lingering tariff uncertainty and weakening robotics demand could easily derail those optimistic AI test assumptions and force a rethink on earnings power.

Find out about the key risks to this Teradyne narrative.

Build Your Own Teradyne Narrative

If you see the numbers differently or want to stress test your own assumptions, you can build a personalized narrative in minutes: Do it your way.

A good starting point is our analysis highlighting 1 key reward investors are optimistic about regarding Teradyne.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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